SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q1 2013 (← Previous) (Next →)

Filing Date: Aug 16, 2013

Total Value ($000): $241,435 (100.0% shares, 0.0% debt)

Holdings (110)

EXXON MOBIL 5.6%
Value ($000) $13,517 Shares 150,014 Est. Cost $86.54 Unrealized
JNJ JOHNSON & JOHNSON 5.2%
Value ($000) $12,458 Shares 152,810 Est. Cost $70.09 Unrealized -24.7%
PG PROCTER & GAMBLE 4.1%
Value ($000) $9,989 Shares 129,610 Est. Cost $67.88 Unrealized -23.5%
CNI CANADIAN NATL RAILWAY 4.1%
Value ($000) $9,897 Shares 98,687 Est. Cost $91.01 Unrealized -57.5%
NSRGY NESTLE SA ADR 3.8%
Value ($000) $9,087 Shares 125,347 Est. Cost $65.17 Unrealized
3M 3.4%
Value ($000) $8,257 Shares 77,670 Est. Cost $92.87 Unrealized
NVS NOVARTIS AG ADR 3.3%
Value ($000) $7,929 Shares 111,297 Est. Cost $63.31 Unrealized
CVS CVS CAREMARK 3.3%
Value ($000) $7,893 Shares 143,518 Est. Cost $48.35 Unrealized -23.3%
EMR EMERSON ELECTRIC 3.2%
Value ($000) $7,805 Shares 139,712 Est. Cost $52.97 Unrealized -24.5%
PEP PEPSICO 3.0%
Value ($000) $7,296 Shares 92,240 Est. Cost $68.44 Unrealized -26.2%
ATR APTARGROUP 2.8%
Value ($000) $6,719 Shares 117,139 Est. Cost $47.71 Unrealized -7.6%
ADP AUTOMATIC DATA PROCESSING 2.7%
Value ($000) $6,604 Shares 101,533 Est. Cost $56.49 Unrealized -28.5%
INTC INTEL CORP 2.4%
Value ($000) $5,788 Shares 265,043 Est. Cost $20.62 Unrealized -25.7%
E M C CORP MASS 2.1%
Value ($000) $5,136 Shares 215,006 Est. Cost $25.28 Unrealized
DE DEERE 2.1%
Value ($000) $4,993 Shares 58,063 Est. Cost $86.44 Unrealized -18.3%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $4,948 Shares 41,642 Est. Cost $106.92 Unrealized -36.5%
COVIDIEN 2.0%
Value ($000) $4,888 Shares 72,062 Est. Cost $57.73 Unrealized
NOVOZYMES A S DKK 2.0 1.9%
Value ($000) $4,561 Shares 134,510 Est. Cost $28.13 Unrealized
HD HOME DEPOT 1.9%
Value ($000) $4,527 Shares 64,847 Est. Cost $61.85 Unrealized -19.4%
ORACLE 1.9%
Value ($000) $4,500 Shares 139,200 Est. Cost $33.32 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,473 Shares 156,362 Est. Cost $26.71 Unrealized -16.2%
SLB SCHLUMBERGER 1.5%
Value ($000) $3,730 Shares 49,806 Est. Cost $67.82 Unrealized -19.6%
IBM INTL BUSINESS MACH 1.5%
Value ($000) $3,652 Shares 17,123 Est. Cost $191.56 Unrealized -38.4%
ABBNY ABB LTD SPON ADR 1.5%
Value ($000) $3,570 Shares 156,860 Est. Cost $20.79 Unrealized
UNITED TECHNOLOGIES 1.4%
Value ($000) $3,413 Shares 36,535 Est. Cost $81.98 Unrealized
MASTERCARD 1.3%
Value ($000) $3,166 Shares 5,855 Est. Cost $492.42 Unrealized
GENERAL ELECTRIC 1.3%
Value ($000) $3,061 Shares 132,433 Est. Cost $20.98 Unrealized
ENCANA 1.2%
Value ($000) $2,813 Shares 144,483 Est. Cost $19.76 Unrealized
TEVA TEVA PHARMACEUTICAL 1.1%
Value ($000) $2,643 Shares 66,550 Est. Cost $37.44 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $2,401 Shares 41,140 Est. Cost $50.80 Unrealized
CISCO SYS INC 1.0%
Value ($000) $2,395 Shares 114,558 Est. Cost $19.86 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $2,345 Shares 5,301 Est. Cost $406.38 Unrealized -96.5%
PBA PEMBINA PIPELINE CO 0.9%
Value ($000) $2,250 Shares 71,175 Est. Cost $28.64 Unrealized -46.9%
HP HELMERICH & PAYNE 0.9%
Value ($000) $2,090 Shares 34,426 Est. Cost $56.22 Unrealized +11.4%
LIFE TECHNOLOGIES 0.8%
Value ($000) $2,025 Shares 31,350 Est. Cost $49.02 Unrealized
LABORATORY CORP AMER 0.8%
Value ($000) $1,882 Shares 20,855 Est. Cost $86.85 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,828 Shares 51,730 Est. Cost $64.52 Unrealized -58.9%
MERCK 0.7%
Value ($000) $1,639 Shares 37,091 Est. Cost $40.92 Unrealized
UNP UNION PACIFIC 0.7%
Value ($000) $1,576 Shares 11,070 Est. Cost $125.72 Unrealized -59.5%
NATIONAL GRID PLC 0.6%
Value ($000) $1,467 Shares 25,290 Est. Cost $57.38 Unrealized
GIS GENERAL MILLS 0.6%
Value ($000) $1,460 Shares 29,614 Est. Cost $40.41 Unrealized -29.5%
NXPI NXP SEMICONDUCTORS 0.6%
Value ($000) $1,432 Shares 47,285 Est. Cost $26.38 Unrealized +2.2%
PERRIGO CO 0.6%
Value ($000) $1,406 Shares 11,845 Est. Cost $104.79 Unrealized
JOHNSON CONTROLS INC 0.6%
Value ($000) $1,369 Shares 39,020 Est. Cost $31.87 Unrealized
MONSANTO 0.6%
Value ($000) $1,368 Shares 12,950 Est. Cost $94.60 Unrealized
PFE PFIZER 0.5%
Value ($000) $1,282 Shares 44,381 Est. Cost $25.07 Unrealized -38.8%
ABBV ABBVIE INC 0.5%
Value ($000) $1,275 Shares 31,260 Est. Cost $22.26 Unrealized 0.0%
CONOCOPHILLIPS 0.5%
Value ($000) $1,218 Shares 20,266 Est. Cost $58.08 Unrealized
ROK ROCKWELL AUTOMATION 0.5%
Value ($000) $1,189 Shares 13,785 Est. Cost $74.28 Unrealized -7.8%
CENOVUS ENERGY 0.5%
Value ($000) $1,187 Shares 38,311 Est. Cost $33.56 Unrealized
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $1,113 Shares 9,432 Est. Cost $104.45 Unrealized -60.4%
STT STATE STREET 0.4%
Value ($000) $1,034 Shares 17,503 Est. Cost $47.02 Unrealized -15.1%
FISV FISERV 0.4%
Value ($000) $1,010 Shares 11,470 Est. Cost $47.57 Unrealized -56.7%
DU PONT 0.4%
Value ($000) $988 Shares 20,085 Est. Cost $44.98 Unrealized
CHUBB CORPORATION 0.4%
Value ($000) $980 Shares 11,207 Est. Cost $75.40 Unrealized
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $948 Shares 12,306 Est. Cost $61.89 Unrealized -14.2%
KO COCA COLA 0.4%
Value ($000) $936 Shares 23,150 Est. Cost $36.24 Unrealized -29.6%
CAT CATERPILLAR 0.4%
Value ($000) $895 Shares 10,300 Est. Cost $89.61 Unrealized -25.1%
MUNICH RE GROUP 0.4%
Value ($000) $888 Shares 4,750 Est. Cost $179.27 Unrealized
DOMINION RES INC 0.4%
Value ($000) $873 Shares 15,000 Est. Cost $51.80 Unrealized
DEVON ENERGY 0.4%
Value ($000) $860 Shares 15,255 Est. Cost $52.02 Unrealized
SJM SMUCKER J M 0.3%
Value ($000) $813 Shares 8,205 Est. Cost $86.23 Unrealized -25.8%
GILD GILEAD SCIENCES 0.3%
Value ($000) $807 Shares 16,500 Est. Cost $51.26 Unrealized -43.3%
ROYAL DUTCH SHELL PLC SPONS 0.3%
Value ($000) $797 Shares 12,236 Est. Cost $68.90 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $796 Shares 14,032 Est. Cost $49.33 Unrealized -15.8%
HESS CORPORATION 0.2%
Value ($000) $582 Shares 8,130 Est. Cost $53.01 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $577 Shares 3,580 Est. Cost $163.42 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $569 Shares 7,100 Est. Cost $71.83 Unrealized -8.7%
QCOM QUALCOMM 0.2%
Value ($000) $547 Shares 8,175 Est. Cost $57.05 Unrealized -19.3%
HSBC HSBC HLDG PLC SP ADR 0.2%
Value ($000) $507 Shares 9,516 Est. Cost $53.07 Unrealized
JPMORGAN CHASE 0.2%
Value ($000) $487 Shares 10,275 Est. Cost $43.99 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $486 Shares 6,500 Est. Cost $68.15 Unrealized -73.1%
POR PORTLAND GENL 0.2%
Value ($000) $478 Shares 15,799 Est. Cost $27.37 Unrealized -33.8%
GLW CORNING INC 0.2%
Value ($000) $476 Shares 35,645 Est. Cost $12.59 Unrealized -28.6%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $469 Shares 3 Est. Cost $134000.00 Unrealized +11.0%
T E C O ENERGY 0.2%
Value ($000) $456 Shares 25,600 Est. Cost $16.80 Unrealized
HON HONEYWELL INTL 0.2%
Value ($000) $444 Shares 5,900 Est. Cost $63.56 Unrealized -24.0%
IPGP IPG PHOTONICS CORPORATION 0.2%
Value ($000) $419 Shares 6,300 Est. Cost $65.80 Unrealized -1.9%
SSNHZ SAMSUNG ELECTRONICS CO LTD VT 0.2%
Value ($000) $407 Shares 600 Est. Cost $710.00 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $405 Shares 6,000 Est. Cost $57.50 Unrealized -9.5%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $402 Shares 3,850 Est. Cost $89.61 Unrealized +10.5%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $400 Shares 9,700 Est. Cost $32.60 Unrealized -26.3%
IRON MOUNTAIN 0.1%
Value ($000) $356 Shares 9,799 Est. Cost $31.02 Unrealized
ALNY ALNYLAM PHARMA 0.1%
Value ($000) $347 Shares 14,248 Est. Cost $18.25 Unrealized +27.9%
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $345 Shares 5,050 Est. Cost $78.42 Unrealized
VERIZON COMM 0.1%
Value ($000) $333 Shares 6,779 Est. Cost $43.25 Unrealized
PALL CORP 0.1%
Value ($000) $330 Shares 4,833 Est. Cost $60.21 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $324 Shares 4,639 Est. Cost $53.24 Unrealized -26.4%
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $322 Shares 9,000 Est. Cost $39.56 Unrealized -13.2%
TOTAL S.A. SPONSORED ADR 0.1%
Value ($000) $322 Shares 6,700 Est. Cost $51.94 Unrealized
STERICYCLE 0.1%
Value ($000) $319 Shares 3,000 Est. Cost $93.33 Unrealized
SYY SYSCO 0.1%
Value ($000) $295 Shares 8,400 Est. Cost $31.70 Unrealized -28.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $286 Shares 6,000 Est. Cost $42.67 Unrealized -54.9%
IDXX IDEXX CORP 0.1%
Value ($000) $277 Shares 3,000 Est. Cost $92.67 Unrealized -49.5%
APACHE 0.1%
Value ($000) $270 Shares 3,500 Est. Cost $78.57 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $270 Shares 9,000 Est. Cost $33.00 Unrealized -36.7%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $270 Shares 5,170 Est. Cost $44.32 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $268 Shares 4,400 Est. Cost $60.68 Unrealized -23.7%
NABZY NATIONAL AUSTRALIA BANK LTD 0.1%
Value ($000) $267 Shares 8,300 Est. Cost $26.02 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $242 Shares 6,525 Est. Cost $34.18 Unrealized -27.3%
INTU INTUIT 0.1%
Value ($000) $236 Shares 3,600 Est. Cost $59.44 Unrealized -3.8%
ROCKWELL COLLINS 0.1%
Value ($000) $233 Shares 3,685 Est. Cost $58.07 Unrealized
DOW CHEMICAL 0.1%
Value ($000) $215 Shares 6,749 Est. Cost $32.39 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $213 Shares 6,000 Est. Cost $23.71 Unrealized 0.0%
CANADIAN OIL SANDS 0.1%
Value ($000) $212 Shares 10,264 Est. Cost $20.29 Unrealized
HUBBELL INC CL B 0.1%
Value ($000) $200 Shares 2,061 Est. Cost $97.04 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $188 Shares 12,788 Est. Cost $13.53 Unrealized +8.9%
BAC BANK OF AMERICA 0.1%
Value ($000) $129 Shares 10,575 Est. Cost $11.47 Unrealized -19.0%
HECKMANN 0.0%
Value ($000) $103 Shares 24,000 Est. Cost $4.04 Unrealized
STAR SCIENTIFIC INC 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $1.70 Unrealized